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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,015 | $85,766+37.6% | $136,297-13.4% | $70,124+68.3% |
| Participation rate | 94.7% | 74.2%+20.6pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 21.10% | 31.45%-10.4pp | 5156.19%-5135.1pp | 73.14%-52.0pp |
| Employer contribution / active EE | $9,019 | $2,966+204.1% | $4,696+92.1% | $2,342+285.0% |
| Participant deferral / active EE | $7,709 | $5,051+52.6% | $6,247+23.4% | $3,332+131.4% |
| Admin fee / account holder | $127 | $5,420-97.7% | $9,244-98.6% | $4,645-97.3% |